Real people giving real,
personal financial advice.

Plan Money is a small team of award winning independent financial advisers with a main aim - to provide every client with personal, individually tailored service and advice.

As part of that goal, we always put advice before products, and value before cost. Before we formulate any recommendations, we’ll get to know you and your circumstances thoroughly.

Even if you come to us with a firm idea of what kind of advice you want, you'll also benefit from our duty of care to consider your financial planning in the context of the bigger picture to ensure the most appropriate solution is recommended.

Our costs are always transparent, whether we are remunerated via fees, commission or a combination of both. That way, you can be sure who we’re working for - you. And you’ll always be able to turn to us for sound, unbiased financial advice at any time.

Why not have a look at the different levels of service Plan Money can offer you?